SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?


To: craig crawford who wrote (12844)1/1/1998 9:39:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 45548
 

Ahh, but who reported weakness in their data networking segment last quarter? Nortel.


Craig,

Actually, it was LU who stated they were weak in this area. Their growth came from voice switches.

I will say that a big part of LU expected surge in earnings is due to cutting the fat.
Lucent is a much leaner operation when it is seperate from T. That is a large part of
their earnings growth. The street likes IBM earnings no matter how they are acheived so
I'm sure they will be pleased with LU results.


The above has nothing to do with LU's data products. They do well as does NT is voice switching. Both are moving towards data since one can carry voice and data over a data line far better than over a voice line.

Glenn